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Our Mission
Millennium Asset Management is
a California based Registered Investment Advisor specializing in
fee based portfolio management and sophisticated strategies for
high net worth and selected institutional clients. Our mission is
to provide investors the potential for higher risk adjusted returns
coupled with lower costs and a higher level of independent professional
services.
MILLENNIUM ADVANTAGE
Disciplined Investment Strategy:
Millennium customizes individually managed portfolios. Our clients
benefit from a focused investment strategy that has a superior performance
history over the long term. Our strategy is highly quantitative
and empirical, based on measurable fundamental and technical factors
that have driven excess returns over the last forty years.
Direct Contact to CFA Team: Our
client’s work directly with a team of Chartered Financial
Analysts. (CFA*) who have completed a rigorous three-year study
program accredited by the Association of Investment Management and
Research, (AIMR).This indepth program is focused entirely on portfolio
management and investment analysis. Most Wall Street professionals
have not acquired this designation.
Independent Research: Simply put,we
have only one motivation behind our proprietary research—to
make money for our investors! Unlike,Wall Street brokerages, we
don’t make markets or raise money for corporate clients. Our
research is comprehensive, covering buy, sell and even short sale
ideas.
Performance Based Compensation:
We believe that our clients are our business partners. Accordingly,
we should derive the majority of our compensation only after investment
performance is attained. We do not operate a huge pooled investment
fund,staff investment bankers or a sales force, we are able to avoid
the heavy costs of advertising, marketing; distribution and price
impact of large block trades on share prices. We can deliver a higher
level of professional service at a lower cost.
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